What it takes to thrive: Building a site for the people disrupting wealth management 

Planning for your future should be transformational, not transactional. 

People don’t relate to work, wealth, or even the idea of success the same way they did 10 years ago. In the face of ongoing economic disruptions and cultural shifts, audiences are looking for new ideas and approaches to their financial future. It’s at this inflection point that we see Osaic appear—a wealth management leader that flips the formula for financial brands on its head.  

Osaic has pulled together a wide array of independent financial advisors under a guiding principle: Advisors need to be empowered to work the way that fits them best, uninhibited by barriers and invigorated with the support of a greater community. And the first place they can see that principle in action is their newly designed website.  

Osaic’s site is a fundamental departure from the industry standard. While many of their institutional peers take a top-down approach, Osaic prioritizes the user’s ability to discover and receive what they need as an individual. By leveraging a differentiated UI and content that speaks to advisors rather than speaking about them, the site effectively moves Osaic’s brand beyond what we expect from wealth management brands today.  

Osaic’s new digital platform is principled and centers on building thriving lives. The site’s vibrant, energetic, and outright friendly visuals act like a mirror, reflecting a changing advisor landscape that’s spanning generations and identities. Overall, Osaic’s site does as its name suggests, creating a picture of the future of wealth management by going beyond process and building on beliefs.